Young Research & Publishing Inc.

Investment Research Since 1978

Disclosure

  • About Us
    • Contributors
    • Archives
    • The Final Richard C. Young’s Intelligence Report
    • You’ve Read The Last Issue of Intelligence Report, Now What?
    • Dick Young’s Research Key: Anecdotal Evidence Gathering
    • Crisis at Vanguard
  • Investment Analysis
    • Bonds
    • Currencies and Gold
    • Dividend Investing
    • ETFs & Funds
    • Investment Strategy
    • Retirement Investing
    • Stocks
    • The Efficient Frontier
  • Investment Counsel
  • Dynamic Maximizers®
  • Retirement Compounders®
  • Free Email Signup

Dynamic Maximizers®: an Update

October 10, 2019 By Dick Young

I introduced the Dynamic Maximizers® portfolio to my Intelligence Report subscribers as a way to stay safe and dividend-centric during the next stock market collapse. The Dynamic Maximizers® portfolio is ideal for retired investors as well as conservative IRAs and education programs.

My long-term total return goal for the Maxis is 3-9% per year with no down years and few double-digit up years. My median expected total return is thus 6%. Any 6% total return year I rate as a B. I expect mostly B and C years out of the Maxis portfolio, with zero F years and not many A years.

The Maxis are an alternative fixed income option, NOT a stock market option. There should be no confusion here. With the Dynamic Maximizers® portfolio you get modest and consistent returns with much less volatility than an all-stock portfolio.

My own portfolio may be as much as 75% Maxis but I rarely check as I rarely sell anything and nearly always buy names I have been following for decades.

I’m investing to compound and protect my principal. Decades ago I made all the money I need to keep me in local/organic food, ammo and French Burgundy for life. I live on two islands. My day to day cars are a 1988 Jeep and a 2004 Jeep that I bought sight unseen. I will never draw one dollar of capital from my snoozer investment account, so chasing returns holds zero interest for me. Once the subject of investing goes beyond interest, dividends and compounding, I lose focus fast.

So how is Young Research’s Dynamic Maximizers Portfolio® performing YTD? The Maxis portfolio is up 6% YTD—on track to meet my median expected total return.

Updated December 19th.

 

Share this:

  • Email
  • Twitter
  • Facebook

You Might Also Like:

  • Young Research’s Dynamic Maximizers® Crushes the FANGs
  • Bonds Break Through 3%
  • The Dynamic Maximizers® Solution
  • Author
  • Recent Posts
Dick Young
Richard C. Young is the editor of Young's World Money Forecast, and a contributing editor to both Richardcyoung.com and Youngresearch.com.
Latest posts by Dick Young (see all)
  • Now Is the Right Time to Make Dividends Your Ally - October 9, 2020
  • Stock Market Investing for a Secure Retirement - September 25, 2020
  • Strong Performance for Shippers as Economy Finds its New Balance - September 16, 2020

Search Young Research

Most Popular

  • Do You Remember When NASDAQ Dropped by 82%?
  • Vanguard Wellesley (VWINX) vs. Wellington (VWELX): Which Fund is Best?
  • Gavekal Chairman: Renewables Bubble is "Stupidest" Ever
  • Don’t Be on Their Radar, Get Out of Debt Now
  • Democrats Eager to Get Back to Protecting the Rich by Ending SALT Deduction Cap
  • Stocks: Are You Sticking Your Neck Out Too Far?
  • H2O, Skiing, Hiding A$$ET$, Bitcoin, Ammo & More
  • There's Always a Way Forward for Americans Like YOU
  • Overtaken By Nvidia, Intel Fires Bob Swan
  • The Power of a Compound Interest Table

Don’t Miss

Default Risk Among the Many Concerns with Annuities

Risk and Reward: An Efficient Frontier

How to be a Billionaire: Proven Strategies from the Titans of Wealth

Could this Be the Vanguard GNMA Winning Edge?

Cryptocosm and Life After Google

Warning: Avoid Mutual Fund Year End Distributions

Is Gold a Good Long-term Investment?

How to Invest in Gold

Vanguard Wellington (VWELX): The Original Balanced Fund

What is the Best Gold ETF for Investing and Trading?

Procter & Gamble (PG) Stock: The Only True Dividend King

The Dividend King of the North

You’ll Love This if You’re Dreaming of an Active Retirement Life

RSS The Latest at Richardcyoung.com

  • Insurrection Was the Furthest Thing from Trump’s Mind
  • Who Are Those Urging Violence?
  • Are $2,000 Checks Going to Rebuild NYC?
  • An Alert for Warm Weather, Wine Loving Mavens.
  • Key West’s Number One Restaurant: The Thirsty Mermaid
  • VIDEO: Henry U.S. Survival AR-7
  • Cancel Culture, the Great Purge, Double Standards
  • How Are You Doing on a Local Level?
  • We Support Censure of Flake, McCain and Ducey
  • Zinc: The Gatekeeper of Immune Surveillance.

About Us

  • About Young Research
  • Archives
  • Contributors

Our Partners

  • Richard C. Young & Co.
  • Richardcyoung.com

Social Media

  • Facebook
  • Twitter
  • Youtube
  • Pinterest

Copyright © 2021 | Terms & Conditions

loading Cancel
Post was not sent - check your email addresses!
Email check failed, please try again
Sorry, your blog cannot share posts by email.